Invesco KBW Bank ETF
KBWB
49 hedge funds and large institutions have $317M invested in Invesco KBW Bank ETF in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 4 reducing their positions, and 2 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 4
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
23% more funds holding
Funds holding: 40 → 49 (+9)
22% more capital invested
Capital invested by funds: $261M → $317M (+$56.5M)
5.27% less ownership
Funds ownership: 75.03% → 69.76% (-5.3%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$7.57M |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$6.89M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$5.41M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$4.2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.64M |
Top Sellers
KBWB Hedge Fund Activity: Q3 2015 in Review
49 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2015, worth a combined $317M — up 22% from $261M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new KBWB positions and 2 closed out — a net gain of 9 holders — while 28 added to existing stakes and 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.57M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $489K sold.
- 49 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2015, up from 40 in Q2 2015.
- Funds reported $317M of Invesco KBW Bank ETF stock for Q3 2015, up 22% quarter-over-quarter.
- 11 funds opened new Invesco KBW Bank ETF positions in Q3 2015 and 2 closed out, a net change of +9 holders.
- The largest Invesco KBW Bank ETF buyer in Q3 2015 was Morgan Stanley, an estimated $7.57M added.
- The largest Invesco KBW Bank ETF seller in Q3 2015 was Hilltop Holdings, an estimated $489K sold.
Based on aggregated 13F filings for Q3 2015.